Table of Contents







Overview

The Admin module allows the creation and management of accounts, account groups, users, roles, and alert settings. Within this module, users can create new accounts for each customer and add new users. User permissions are applied to roles that govern user actions, and account groups that control what accounts a user is able to access. Alert Settings inform users about a variety of account activities through different communication methods.


Accessing Admin Module

To access the Admin module, hover over the Admin button at the top navigation at the top of the screen. From this view, the features listed below are available.